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Harbour Investments’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Harbour Investments’s Portfolio BBMC Stock Details BBMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30
Closed -$2.38K – 3012
2023
Q2 		$2.38K Buy
+30
New +$2.25K ﹤0.01% 2500

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $497M AUM 20.73% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments's BBMC Position: Q3 2023 in Review

Harbour Investments sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q3 2023, closing a stake of 30 shares — an estimated $2.38K sold.

Harbour Investments first reported a position in BBMC in Q2 2023 and held it in 1 quarter. The position peaked at $2.38K in Q2 2023. 25 funds tracked by Wall St. Rank hold BBMC as of Q3 2023.

  • Harbour Investments reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Harbour Investments sold 30 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2023, an estimated $2.38K.
  • Harbour Investments first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q2 2023 and held it in 1 quarter.
  • Harbour Investments's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $2.38K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2023.

Based on Harbour Investments's 13F filing for Q3 2023, filed 15 Nov 2023.